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Raymond James Financial

931 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 321 increasing their positions, 322 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 322

6% less capital invested

Capital invested by funds: $26B → $24.6B (-$1.45B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
931
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.9M
Puts
$48.5M
Net Calls
Net Calls Change

Top Buyers

1 +$76.6M
2 +$50.6M
3 +$50.3M
4
Man Group
Man Group
United Kingdom
+$43.4M
5
Invesco
Invesco
Georgia
+$41.1M

Top Sellers

1 -$182M
2 -$86.1M
3 -$62.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.4M
5
IR
IAT Reinsurance
New York
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPF
851
South Plains Financial
Texas
$5.78K
CAM
852
Costello Asset Management
Pennsylvania
$5.78K
CFP
853
Comprehensive Financial Planning
Pennsylvania
$5.78K
SIC
854
SJS Investment Consulting
Ohio
$5.62K
PP
855
PFS Partners
New Jersey
$5.5K
ME
856
McIlrath & Eck
Washington
$5.42K
DPW
857
DiNuzzo Private Wealth
Pennsylvania
$4.98K
SGK
858
Steigerwald Gordon & Koch
Virginia
$4.82K
ADL
859
Asset Dedication LLC
California
$4.82K
TWC
860
TD Waterhouse Canada
Ontario, Canada
$4.82K
WA
861
Westfuller Advisors
New York
$4.46K
SWM
862
Spire Wealth Management
Virginia
$4.4K
BHWM
863
Bay Harbor Wealth Management
Maryland
$3.85K
QA
864
Quattro Advisors
Pennsylvania
$3.72K
AWM
865
Abound Wealth Management
Tennessee
$3.7K
HIA
866
HFM Investment Advisors
New Jersey
$3.53K
WWA
867
Wealth Watch Advisors
Colorado
$3.37K
SIS
868
Sound Income Strategies
Florida
$3.28K
AFG
869
Albion Financial Group
Utah
$3.05K
WB
870
Webster Bank
Connecticut
$3.05K
AF
871
Advisornet Financial
Minnesota
$3.05K
CFM
872
Cornerstone Financial Management
Massachusetts
$3.05K
NWMP
873
Noble Wealth Management PBC
Colorado
$3.05K
SWM
874
SHP Wealth Management
Massachusetts
$3.01K
PJC
875
Phillip James Consulting
Minnesota
$3K